| Bray Capital Advisors | 12 | $0 | 0.00% | −917−98.7% | Reduced |
| Private Ocean, LLC | 24 | $0 | 0.00% | −411−94.5% | Reduced |
| Leelyn Smith, LLC | 12 | $0 | 0.00% | −121−91.0% | Reduced |
| Founders Capital Management | 29 | $0 | 0.00% | −7−19.4% | Reduced |
| FormulaFolio Investments, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 7 | $0 | 0.00% | −20−74.1% | Reduced |
| Fortis Advisors, LLC | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 24 | $0 | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 32 | $0 | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 24 | $0 | 0.00% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 14 | $0 | 0.00% | −3−17.6% | Reduced |
| Cypress Point Wealth Management, LLC | 24 | $0 | 0.00% | 00.0% | Unchanged |
| Regency Capital Management Inc. | 29 | $0 | 0.00% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 12 | $0 | 0.00% | +12 | New |
| Advocacy Wealth Management Services, LLC | 4 | $0 | 0.00% | +4 | New |
| Anfield Capital Management, LLC | 12 | $0 | 0.00% | +12 | New |
| Jackson, Grant Investment Advisers, Inc. | 7 | $0 | 0.00% | +7 | New |
| Baldrige Asset Management LLC | 29 | $0 | 0.00% | +29 | New |
| WestEnd Advisors, LLC | – | $142 | 0.00% | – | New |
| Kelly Financial Services LLC | 7,301 | $511 | 0.02% | +6,748+1,220.3% | Added |
| Arcadia Investment Advisors LLC | 62 | $886 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 74 | $1.00K | 0.00% | −937−92.7% | Reduced |
| Barnett & Company, Inc. | 55 | $1.00K | 0.00% | −148−72.9% | Reduced |
| TD Ameritrade Investment Management, LLC | 85 | $1.00K | 0.00% | −17−16.7% | Reduced |
| Sageworth Trust Co | 39 | $1.00K | 0.00% | −112−74.2% | Reduced |
| First Personal Financial Services | 79 | $1.00K | 0.00% | −95−54.6% | Reduced |
| Stonebridge Financial Planning Group, LLC | 86 | $1.00K | 0.00% | −61−41.5% | Reduced |
| IAG Wealth Partners, LLC | 43 | $1.00K | 0.00% | −37−46.3% | Reduced |
| IronBridge Private Wealth, LLC | 99 | $1.00K | 0.00% | −15−13.2% | Reduced |
| HC Financial Advisors Inc | 53 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 88 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 43 | $1.00K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 46 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 99 | $1.00K | 0.00% | +35+54.7% | Added |
| Red Cedar Capital, LLC | 61 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 37 | $1.00K | 0.00% | −7−15.9% | Reduced |
| Filbrandt Wealth Management, LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Klaas Financial Asset Advisors, LLC | 74 | $1.00K | 0.00% | +1+1.4% | Added |
| Ten Capital Wealth Advisors, LLC | 50 | $1.00K | 0.00% | −47−48.5% | Reduced |
| Clear Perspectives Financial Planning, LLC | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 73 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 45 | $1.00K | 0.00% | +1+2.3% | Added |
| Perkins Coie Trust Co | 76 | $1.00K | 0.00% | +76 | New |
| Red Door Wealth Management, LLC | 88 | $1.00K | 0.00% | +88 | New |
| Hoese & Co LLP | 37 | $1.00K | 0.00% | +37 | New |
| Alaethes Wealth LLC | 63 | $1.00K | 0.00% | +63 | New |
| Delos Wealth Advisors, LLC | 100 | $1.00K | 0.00% | +100 | New |
| American State Bank (Iowa) | 75 | $1.07K | 0.00% | −3−3.8% | Reduced |
| Tucker Asset Management LLC | 103 | $1.47K | 0.00% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 136 | $1.91K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 50 | $2.00K | 0.00% | −187−78.9% | Reduced |
| Jones Financial Companies LLLP | 166 | $2.00K | 0.00% | −392−70.3% | Reduced |
| 1832 Asset Management L.P. | 110 | $2.00K | 0.00% | −346−75.9% | Reduced |
| First Bank & Trust | 116 | $2.00K | 0.00% | −200−63.3% | Reduced |
| Toth Financial Advisory Corp | 124 | $2.00K | 0.00% | −90−42.1% | Reduced |
| Pin Oak Investment Advisors Inc | 124 | $2.00K | 0.00% | −68−35.4% | Reduced |
| Activest Wealth Management | 174 | $2.00K | 0.00% | −6−3.3% | Reduced |
| Lee Financial Co | 115 | $2.00K | 0.00% | −54−32.0% | Reduced |
| TD Capital Management LLC | 126 | $2.00K | 0.00% | +6+5.0% | Added |
| Rock Creek Group, LP | 154 | $2.00K | 0.00% | +14+10.0% | Added |
| Rocky Mountain Advisers, LLC | 138 | $2.00K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 141 | $2.00K | 0.00% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 142 | $2.00K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 124 | $2.00K | 0.00% | −37−23.0% | Reduced |
| Aspire Private Capital, LLC | 135 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 113 | $2.00K | 0.00% | −10−8.1% | Reduced |
| Carolina Wealth Advisors, LLC | 155 | $2.00K | 0.00% | −3−1.9% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 137 | $2.00K | 0.00% | +1+0.7% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 157 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 149 | $2.00K | 0.00% | +80+115.9% | Added |
| HBC Financial Services, PLLC | 140 | $2.00K | 0.00% | +108+337.5% | Added |
| Providence Capital Advisors, LLC | 151 | $2.00K | 0.00% | +122+420.7% | Added |
| Albion Financial Group | 149 | $2.00K | 0.00% | +149 | New |
| Turim 21 Investimentos Ltda. | 152 | $2.00K | 0.00% | +152 | New |
| Lake Point Wealth Management | 142 | $2.00K | 0.00% | +142 | New |
| Erste Asset Management GmbH | 207 | $2.96K | 0.00% | −888−81.1% | Reduced |
| CoreFirst Bank & Trust | 197 | $3.00K | 0.00% | −5,821−96.7% | Reduced |
| Fieldpoint Private Securities, LLC | 172 | $3.00K | 0.00% | −1,616−90.4% | Reduced |
| Bellevue Asset Management, LLC | 199 | $3.00K | 0.00% | −821−80.5% | Reduced |
| Ellis Investment Partners, LLC | 255 | $3.00K | 0.00% | −81−24.1% | Reduced |
| McCarthy Asset Management, Inc. | 236 | $3.00K | 0.00% | −100−29.8% | Reduced |
| Cypress Capital Management LLC (WY) | 200 | $3.00K | 0.00% | −105−34.4% | Reduced |
| Kemnay Advisory Services Inc. | 186 | $3.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 197 | $3.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 231 | $3.00K | 0.00% | +39+20.3% | Added |
| NVWM, LLC | 202 | $3.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 233 | $3.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 197 | $3.00K | 0.00% | +1+0.5% | Added |
| Danda Trouve Investment Management, Inc. | 236 | $3.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 188 | $3.00K | 0.00% | +25+15.3% | Added |
| Centerpoint Advisors, LLC | 221 | $3.00K | 0.00% | +109+97.3% | Added |
| Professional Financial Advisors, LLC | 233 | $3.00K | 0.00% | +56+31.6% | Added |
| Pacifica Partners Inc. | 175 | $3.00K | 0.00% | 00.0% | Unchanged |
| Personal Wealth Partners | 200 | $3.00K | 0.00% | +200 | New |
| Emfo, LLC | 223 | $3.00K | 0.00% | +223 | New |
| Raffa Wealth Management, LLC | 245 | $3.50K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 272 | $4.00K | 0.00% | −1,523−84.8% | Reduced |